Position in USB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,942,532
+$732,583 QoQ
Shares Held
81,830
+1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#503
of 2,047 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026MORTON COMMUNITY BANK holds $11,416,245 across 5 Banks - Regional names. USB ranks #1 (43.3% of the industry book) .
All Filings in USB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,942,532 | 81,830 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,209,949 | 80,945 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $4,299,482 | 80,575 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,850,692 | 79,675 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,414,565 | 75,460 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,049,972 | 72,240 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,429,411 | 71,700 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,284,785 | 71,830 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,806,393 | 70,690 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,946,132 | 65,909 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,732,223 | 63,129 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||